David Lerner Associates: 5 Ways to Improve Your Personal Bottom Line in 2016
Many Americans are taking stock of 2015 as the end of the year approaches. According to a new study by Capital One, only 34 percent of Americans feel they accomplished some of their financial goals this year. So while we may be relieved to see the back of 2015, here are some tips that can help you improve on meeting your financial goals next year.
David Lerner Associates: The Pros and Cons of Robo-Advisors
A robo-advisor, or automated investment service, is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human investment advisors. Sounds impressive, but what are the benefits versus the drawbacks?
David Lerner Associates: Financial Goals for 2016
With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
David Lerner Associates: 2016 Financial Planning Checklist
As we near the end of the year it makes sense to start planning for the New Year. Here is a Financial Planning checklist you can use to prepare for 2016.
December is National Write-A-Business-Plan Month
The end of the year is just around the corner now, and if you catch yourself thinking about where the time has gone, this is a perfect opportunity to get a head start on your New Year is resolutions, and plan for the year ahead.
David Lerner Associates: Women and Work
Why salary, benefits and work-life balance count. Now that women make up a large part of the workforce it is important for women to take charge of their career path and financial rewards.
Comparison of College Savings Vehicles
A comparison of all the college savings vehicles available.
Women Need to be Proactive about Finances and Retirement
Relying on your husband to take care of the finances and retirement income was an accepted practice in the past. Today women have to take a new approach to their financial future. Relying on a spouse is income and savings is no longer a risk-free option.
David Lerner Associates: The Best Place to Work Might be at Home
As technology advances and removes the barriers to remote work, telecommuting jobs are on the rise. The number of people working fro home is expected to increase by 63 percent in the next five years.
David Lerner Associates: Five Ways to Prepare for Small Business Saturday
"Shop Small & Local" is a successful campaign that brings neighborhoods together and helps generate business for local entrepreneurs on the Saturday after Thanksgiving..